Kurt Wunderlich
Corporate Officer/Principal bei Buckingham Strategic Wealth LLC
Profil
Mr. Kurt C.
Wunderlich, CFA MBA, is a Client Development Advisor at Buckingham Strategic Wealth LLC.
He works with a team focused on delivering an outstanding experience for our clients as they begin their relationship with Buckingham.
He received his undergraduate degree from Michigan State University and an MBA from the University of Phoenix.
He has passed the Series 7 and Series 66 exams.
He earned his Chartered Financial Analyst designation in 2017 and his Certified Financial Planner™ professional designation in 2018.
Aktive Positionen von Kurt Wunderlich
| Unternehmen | Position | Beginn |
|---|---|---|
Buckingham Strategic Wealth LLC
 Buckingham Strategic Wealth LLC Investment ManagersFinance Buckingham Strategic Wealth LLC (Buckingham) is a SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was co-founded by Bert Schweizer and Steve Funk in 1994 as Buckingham Asset Management LLC. They are a wholly owned subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Buckingham manages investment portfolios for a wide variety of clients, such as individuals/high-net-worth individuals, qualified retirement plans, charitable organizations and foundations as well as corporations. | Corporate Officer/Principal | 01.10.2019 |
Ausbildung von Kurt Wunderlich
| Michigan State University | Undergraduate Degree |
| University of Phoenix | Masters Business Admin |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
Buckingham Strategic Wealth LLC
Buckingham Strategic Wealth LLC Investment ManagersFinance Buckingham Strategic Wealth LLC (Buckingham) is a SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was co-founded by Bert Schweizer and Steve Funk in 1994 as Buckingham Asset Management LLC. They are a wholly owned subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Buckingham manages investment portfolios for a wide variety of clients, such as individuals/high-net-worth individuals, qualified retirement plans, charitable organizations and foundations as well as corporations. | Finance |
